This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Friday, February 1, 2013
Kyle Bass on CNBC
Kyle Bass was on CNBC today discussing his opinions on the stock market, inflation, and even Herbalife. Needless to say he is a believer that we are on the precipice of an inflationary environment and as a result the right strategy is to buy productive assets and multi-national companies that have productive products that deal in multiple currencies. He then goes on to briefly chat about the Herbalife situation saying he would never bet against Dan Loeb.
Enjoy:
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